Quantum Financial Planning Services, Inc.
Quantum Financial Planning Services, Inc. is an SEC-registered investment adviser founded in 1979 and headquartered in Spokane, Washington. The firm is owned by C. Eric Christiansen, Micah Coski, and Jordan Curnutt. Quantum is a fee-only, comprehensive financial planning and investment advisory firm that offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes financial objective determination, cash flow management, tax planning, insurance review, investment management, education funding, retirement, and estate planning. The firm is staffed by qualified professionals and serves clients seeking independent, coordinated, and confidential financial planning assistance.
Investment Strategy
Quantum Financial Planning Services employs a personalized, client-focused approach to investment management, tailored to the individual needs and goals of each client. Their services include initial asset allocation based on the client’s risk tolerance and objectives, ongoing portfolio monitoring and rebalancing, and periodic reviews communicated through meetings and reports. Quantum emphasizes comprehensive financial planning integrated with investment management, adapting portfolios based on changes in tax laws, market conditions, and personal circumstances. Asset allocation recommendations move portfolios toward model mixes appropriate for the client’s goals, with privacy and data protection prioritized throughout their engagement.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 25.35% | $62.7M | 784,240 | $78.16 | $79.93 | +$4.3M |
V VUG | VANGUARD INDEX FDS | 23.78% | $58.8M | 122,600 | $410.72 | $479.61 | +$2.4M |
S SPLG | SPDR SERIES TRUST | 15.24% | $37.7M | 480,981 | $69.30 | $78.34 | +$3.9M |
V VCRB | VANGUARD MALVERN FDS | 10.81% | $26.7M | 340,754 | $77.22 | $78.41 | +$124.4K |
D DFIC | DIMENSIONAL ETF TRUST | 7.35% | $18.2M | 554,456 | $32.79 | $32.79 | +$18.2M |